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AI Inference Silicon

Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
526
Covington Capital Management
Covington Capital Management
California
$3.54M -$165K 1 0.25% Reduced
527
SVB Wealth
SVB Wealth
Massachusetts
$3.5M +$1.56M 1 0.15% Increased
528
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.48M -$8.7M 1 0.04% Reduced
529
American Money Management
American Money Management
California
$3.47M -$573K 1 2.19% Reduced
530
Kanawha Capital Management
Kanawha Capital Management
Virginia
$3.42M -$30.2K 1 0.53% Reduced
531
FIM
Freedom Investment Management
Connecticut
$3.42M -$1.02M 1 0.27% Reduced
532
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$3.41M +$3.63M 1 0.06% New
533
SCA
Snowden Capital Advisors
New York
$3.41M -$401K 1 0.44% Reduced
534
Alpha Cubed Investments
Alpha Cubed Investments
California
$3.4M -$126K 1 0.51% Reduced
535
CC
Colrain Capital
Massachusetts
$3.4M +$121K 1 4.42% Increased
536
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$3.4M -$118K 1 0.63% Reduced
537
AIA
AIMZ Investment Advisors
California
$3.4M -$41.6K 1 2.62% Reduced
538
MML Investors Services
MML Investors Services
Massachusetts
$3.38M +$98.9K 1 0.06% Increased
539
ISB
Iowa State Bank
Iowa
$3.37M -$90.5K 1 1.7% Reduced
540
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$3.35M -$614K 1 0.16% Reduced
541
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$3.33M +$792K 2 0.16% Increased
542
Marietta Wealth Management
Marietta Wealth Management
Georgia
$3.31M -$729 1 1.58% Reduced
543
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$3.3M +$3.04K 1 1.51% Increased
544
Veritable
Veritable
Delaware
$3.29M +$130K 1 0.08% Increased
545
Weatherly Asset Management
Weatherly Asset Management
California
$3.28M -$391K 1 0.78% Reduced
546
Scotia Capital
Scotia Capital
Ontario, Canada
$3.24M -$735K 1 0.05% Reduced
547
Wealthfront Advisers
Wealthfront Advisers
California
$3.23M +$3.45M 1 0.03% New
548
Congress Asset Management
Congress Asset Management
Massachusetts
$3.22M -$80.1K 1 0.05% Reduced
549
Greenleaf Trust
Greenleaf Trust
Michigan
$3.21M -$638K 2 0.06% Reduced
550
Hancock Whitney
Hancock Whitney
Mississippi
$3.21M -$254K 1 0.11% Reduced